CL
BSCV icon

CVFG LLC’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

CVFG LLC’s Portfolio BSCV Stock Details BSCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.03M Hold
62,568
– – 0.11% 149
2026
Q1 		$1.03M Buy
+62,568
New +$1.04M 0.13% 132

Other funds holding BSCV

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CVFG LLC's BSCV Position: Q2 2026 in Review

CVFG LLC held its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) position steady in Q2 2026 at 62,568 shares worth $1.03M. The position accounts for 0.11% of the portfolio, ranked #149.

CVFG LLC first reported a position in BSCV in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.03M in Q1 2026. 219 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

  • CVFG LLC held 62,568 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $1.03M as of Q2 2026.
  • CVFG LLC left its Invesco BulletShares 2031 Corporate Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2031 Corporate Bond ETF made up 0.11% of CVFG LLC's portfolio in Q2 2026, its #149 holding.
  • CVFG LLC first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • CVFG LLC's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $1.03M in Q1 2026.
  • 219 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.